Platform Features

14 Modules. One Platform.
No Surprise Add-On Fees.

Case management, AI research, demand letters, billing, e-signatures, CRM, conflict checking, client portal, tasks, documents, calendar, analytics, expense management & admin — all connected. Core features included in every plan; advanced capabilities scale with your tier.

01
Core

Case Management

The nerve center of your practice. 9-tab case files that connect every document, note, billing entry, task, and communication to a single case record. Practice-area-specific fields, statute of limitations calculators, court and client tracking, and deadline management — all built in, not bolted on.

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9-tab organization: Overview, Documents, Invoicing, Tasks, Calendar, Notes, Contacts, Timeline, Custom
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Practice-area-specific fields: custom metadata tailored to each case type
✓
Color-coded priority (Urgent/High/Medium/Low) and status tracking
✓
Advanced search — find any case by client, number, type, status, or assignee
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Automatic deadline calculation based on case type and jurisdiction
✓
Bulk actions: reassign, change status, export across multiple cases
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Case Details — 9-Tab View
☰ Case Details
▤ Documents
⌕ Research
✎ Notes
◷ Timeline
◉ Case Mgr
⊞ Events
◷ Time
◎ Team
# CASE NUMBER
BEO-2025-PI-003
▤ PRACTICE AREA
Medical Malpractice
◷ CASE CREATED
December 10, 2025
▤ DESCRIPTION
Surgical error during routine appendectomy resulted in perforation of bowel and subsequent sepsis. Client required two additional surgeries and spent 45 days in ICU. Permanent damage to digestive system requiring ongoing medical care.
◉
Client Information
CONTACT DETAILS
S
Sarah Chen
Primary Client
✉
EMAIL
sarah.chen@email.com
☎
PHONE
617-555-0364
⌂
Court Information
VENUE DETAILS
⌂
COUNTY
Middlesex Superior Court
◉
PRESIDING JUDGE
Hon. Diana Martinez
⌂
COURTROOM
N/A
⊞
Important Dates
KEY DEADLINES AND HEARINGS
⊞
CASE FILED
Saturday, February 1, 2025
⊞
NEXT HEARING
Wednesday, December 17, 2025
◷ OVERDUE
⚖
TRIAL DATE
Not scheduled
Case details with client info, court venue, important dates, and practice-area-specific fields.
9-Tab Files Everything linked
Custom Fields Per practice area
Quick Search Find any case
Bulk Actions Multi-select ops
Why Switch?

What Attorneys Say About Switching

Common pain points that bring firms to Legience — and how we solve each one.

Paying for 5+ separate tools

Legience consolidates case management, AI research, e-signatures, CRM & client portal into one subscription. One login, one invoice, one vendor.

AI features cost extra everywhere

Per-document AI vendors like EvenUp charge per demand. Clio charges extra for AI as a paid add-on. Legience includes AI research and drafting in every plan — no per-query fees.

Generic tools adapted for PI

Clio and MyCase are built for all practice areas. Legience is built from the ground up for PI — insurance tracking, SOL calculators, damage multipliers.

Can't see firm-wide performance

Most platforms give you basic reports. Legience has 10 role-based dashboards — Admin, Attorney, Paralegal, CFO — each with the metrics that role needs.

Worried about AI and client data

Secure AI processing under a BAA. Your data is never used for training. Tenant-isolated PostgreSQL. Full audit trail.

Spending hours on demand letters

LegiDraft™ generates comprehensive demand packages — medical summaries, damage calculations, liability analysis — in minutes, not hours.

13
Administration

Enterprise-Grade Administration

Audit logging of key actions, role-based access across 10+ roles, multi-tenant data isolation, and 201 CMR 17.00 aligned security practices.

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Audit logging of key actions
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Role-based permissions across 10+ configurable roles
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Multi-tenant architecture with complete data isolation
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201 CMR 17.00 compliance monitoring
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User invitation workflow with verification
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Firm settings, branding, and customization
Audit Logs
Administration
Team
Roles
Audit Logs
Organization
Settings
JM
Jordan Mitchell
Managing PartnerAdmin
JR
Jessica Rivera
AssociateAttorney
KL
ParalegalStaff
DT
Diana Torres
SecretaryStaff
Comprehensive audit trail.
Early Access

Join the First Wave

Join Our Early Access Program

Be among the first PI firms across America to use Legience. Priority onboarding, founding member pricing, and direct team access.

Apply for Early Access →